Unique Liability Claim Trends in the Ultra-High Net Worth Market

May 13 2019
Standard homeowners and umbrella insurance policies do not include coverage for personal injuries such as intentional infliction of emotional distress, slander, and...

FOXCast: Mindfulness around the Trustee/Beneficiary Relationship

May 03 2019
In this episode, we check in with Ruth Easterling, Managing Director of Member Services at FOX on the importance of developing a strong trustee/beneficiary relationship....

The Essentials of Family Office Services

Apr 25 2019
*/ Tackling the 'One, Two, Threes' Let’s never forget integrated services are the crucial deliverables by a family office and these services provide the best evidence to...

FOXCast: Robert Jordan on Preserving Family Legacies

Apr 22 2019
In this episode of FOXCast, our guest is Robert Jordan, Founder and CEO of Video Family Biographies, part of Jordan & Jordan Communications. Robert Jordan is a retired...

Developing a Family Enterprise Governance Model

Apr 21 2019
The Need for a Formal Governance Process As the family grows, decision-making moves from the dining table to the board room and family members are often reluctant to...

FOXCast: Adapting to Change in the Great Transfer of Wealth

Apr 09 2019
In our first FOXCast episode, we check in with David Toth, Managing Director at FOX about his recently-published study, Transformation of the Ultra Wealth Business.  ...

Why the Next Generation of Leaders are So Important

Apr 08 2019
Below is an excerpt from my article, Understanding the Voice of the Rising Gen, from the 2019 FOX ForesightTM publication. As wealth owners shift gears to succession planning...

Pre-College Guidance – Making Good Choices Amidst College Admission Scandals

Apr 05 2019
There can be immense pressure surrounding the college application and acceptance process. For students, this decision is concentrated on the right school, the right academic...

Who Will be the Advisor of the Future?

Apr 02 2019
A lot has been said about the new generation of advisors. For the most part the narrative is about how they are different from their Baby Boomer predecessors. At times these...

Raising a Healthy, Wealthy, and Wise Generation

Apr 01 2019
What happens when you bring a group of family learning and client experience officers together to trade experiences and share lessons learned? Magic – in the form of answers...